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Capital Group Core Equity ETF

395 hedge funds and large institutions have $5.91B invested in Capital Group Core Equity ETF in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 234 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 15

260% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 65

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

14% more capital invested

Capital invested by funds: $5.17B → $5.91B (+$740M)

14% more funds holding

Funds holding: 347395 (+48)

1.27% more ownership

Funds ownership: 70.23%71.5% (+1.3%)

Holders
395
Holders Change
+48
Holders Change %
+13.83%
% of All Funds
4.81%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.29%
New
64
Increased
234
Reduced
65
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWWMG
351
Vermillion & White Wealth Management Group
Pennsylvania
$176K +$6.55K +164 +4%
CAM
352
Clarity Asset Management
Iowa
$147K +$145K +3,643 New
BFP
353
Birchwood Financial Partners
Minnesota
$127K +$126K +3,148 New
CCM
354
Chilton Capital Management
Texas
$108K +$12.1K +304 +13%
LFG
355
Larson Financial Group
Missouri
$99.2K -$5.99K -150 -6%
AG
356
AmeriFlex Group
Nevada
$95.5K +$1.96K +49 +2%
FPB
357
First PREMIER Bank
South Dakota
$90K
FP
358
Financial Perspectives
Minnesota
$89K +$120 +3 +0.1%
NS
359
NBC Securities
Alabama
$88.8K -$3.39K -85 -4%
MCP
360
Miller Capital Partners
Michigan
$86.1K +$85.5K +2,140 New
TSMHT
361
Thurston Springer Miller Herd & Titak
Indiana
$55.1K +$44.9K +1,124 +461%
WAS
362
Winch Advisory Services
Wisconsin
$48K +$120 +3 +0.3%
Citigroup
363
Citigroup
New York
$46.8K +$20K +500 +75%
CA
364
CoreCap Advisors
Michigan
$44.3K +$12.8K +320 +41%
WG
365
Wellington Group
Indiana
$44.1K +$43.8K +1,096 New
MWA
366
Medallion Wealth Advisors
Connecticut
$43.7K
Fifth Third Bancorp
367
Fifth Third Bancorp
Ohio
$43.3K
BC
368
Barrett & Company
Rhode Island
$39.7K
ME
369
McIlrath & Eck
Washington
$36.2K
AGWCA
370
Annis Gardner Whiting Capital Advisors
Florida
$34.7K +$5.11K +128 +17%
TC
371
Trust Company
Kansas
$33.8K
FHC
372
First Horizon Corporation
Tennessee
$31.5K +$31.3K +784 New
KG
373
Kilter Group
New York
$31.2K +$30.9K +775 New
PB
374
Pinnacle Bancorp
Nebraska
$25.8K
FGAM
375
Financial Gravity Asset Management
Texas
$25.3K